New England Private Wealth Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,680
| Closed | -$217K | – | 97 |
|
|
2022
Q2 | $217K | Sell |
4,680
-2
| -0% | -$93 | 0.04% | 100 |
|
|
2022
Q1 | $217K | Buy |
4,682
+200
| +4% | +$9.27K | 0.04% | 101 |
|
|
2021
Q4 | $243K | Sell |
4,482
-874
| -16% | -$47.4K | 0.04% | 94 |
|
|
2021
Q3 | $258K | Hold |
5,356
| – | – | 0.05% | 90 |
|
|
2021
Q2 | $266K | Hold |
5,356
| – | – | 0.05% | 89 |
|
|
2021
Q1 | $247K | Hold |
5,356
| – | – | 0.04% | 86 |
|
|
2020
Q4 | $231K | Buy |
+5,356
| New | +$231K | 0.05% | 79 |
|